Lisa Anderson was quoted in a SelectHub article about your ERP requirements checklist, and why a thorough ERP Requirements Template is vital. 


Not spending enough time on your ERP template can cause more problems than solutions. Replacing ERP software is more challenging than swapping printer ink cartridges.

Consider everything a system offers to craft a proper ERP system requirements checklist. We’ve created an extensive list of the most popular features, purchasing considerations and tips on selecting the right software for your organization.

Key Requirements & Features

This list is a good starting point when deciding how to build your ERP template, ranging from manufacturing and accounting to warehouse management and more.

  1. Analytics and Reporting
  2. Asset Management
  3. Customer Relationship Management (CRM)
  4. Finance and Accounting
  5. HR Management
  6. Inventory Management
  7. Manufacturing
  8. Order Management
  9. Procurement
  10. Project Management
  11. Service Management
  12. Supply Chain Management (SCM)
  13. Warehouse Management

Crafting an ERP Requirements Template

Like searching for a new destination with a map or GPS, you can’t find suitable modules without an effective ERP template. You can’t skimp this process.

Lisa Anderson, president and founder of LMA Consulting Group Inc., sat with us to explain the importance of a thorough template.

She said, “It is vital to create a template to ensure you have captured a comprehensive set of business requirements and have incorporated input from all business process owners. A business requirements template keeps software providers on track and answering questions that are relevant to the client’s needs,” Anderson continued. “[The template] will provide a methodology for ranking functionality and ERP suppliers.”


To read the full report, click here.

Originally published on Select Hub, October 5, 2023